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| Icon | Name | Description | ||
|---|---|---|---|---|
Hamburger menu | Display a list of available actions for a transaction or timesheet entry, such as Save, Delete, and Cancel. | |||
| Add Snippets | Add predefined resolution note snippets when you complete an appointment. Select as many snippets as you want, in the order that you want them listed. | ||
| Back | Close the current pane and return to the previous pane. | ||
| Barcode | Scan a barcode for equipment or inventory items. | ||
Complete | Complete an appointment. | |||
Map | Display all upcoming Service and/or Job appointments on a Google Map with ability to route with driving directions.
| |||
New | Create a new record, such as a service call, appointment, or note. | |||
| Number of Rejected Time Entries | If you have any rejected time entries, a notification count displays next to the Time Entry icon on the navigation pane. The number displayed indicates the number of rejected transactions for the Previous and Current Weeks combined. When you correct and resubmit the time entry, the count updates. | ||
| Rejected Time Entry | This icon displays in the Time Entry list next to any time entries that have been rejected. A status row for the time entry also displays "Rejected" and the manager's comments display. | ||
Return to List | Return to the list of appointments. | |||
Save | Save the changes to the record. | |||
| Sync | Sync your device to the host system.
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